See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,642 | $64,707+193.1% | $112,228+69.0% | $68,494+176.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.51% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,454 | $2,746-10.6% | $3,635-32.5% | $2,596-5.5% |
| Participant deferral / active EE | $9,293 | $3,565+160.7% | $4,728+96.6% | $4,027+130.8% |
| Admin fee / account holder | $6,226 | $5,232+19.0% | $6,410-2.9% | $5,403+15.2% |